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• Using the Form
• Closing Purchase Orders
• Fiscal Year End
• How-To

Using the Encumbrance Management Form:

• The Encumbrance and PO Management form is available as a fillable pdf form on the Purchasing Services Forms page.
• Instructions for using the Encumbrance and PO Management form are available as a pdf.
• Use the Remaining Encumbrance Status Tool in the Purchasing System Inquiry to provide PO and encumbrance balance information to use on the form.
  • See How To Find the Encumbrance Balance and Status (Open or Closed) of a Purchase Order (PO) or view a pdf version with step by step screen shots.
• If you prefer to use WISDM directly, instructions for finding your current encumbrance balance in WISDM to list on the form are available as a pdf.
• To find the appropriate accountant in Research and Sponsored Programs (RSP) to discuss your project balance, use RSP's accountant search.